InvestSMART

AMP Super - Balanced Index - Managed Fund

Fund Objective
This investment option seeks to provide an index-focussed solution to diversified investing. Through a process of diversified market analysis combined with selection of the most appropriate investment managers for each underlying asset class, this investment is designed to provide market tracking returns over the suggested investment timeframe.
Fund Strategy
This investment option seeks to provide an index-focussed solution to diversified investing. Through a process of diversified market analysis combined with selection of the most appropriate investment managers for each underlying asset class, this investment is designed to provide market tracking returns over the suggested investment timeframe.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.86% 0.34% 7.52% 6.61% 8.94% 11.81% 6.8% 7.36%
Growth return -0.81% 0.5% 7.86% 7.1% 9.19% 11.98% 6.9% 7.41%
Income return -0.05% -0.16% -0.34% -0.49% -0.25% -0.17% -0.1% -0.05%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return -0.75% -0.25% 7.35% 5.57% 8.4% 11.67% 6.73% 7.96%
As at 30 Sep 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP Super - Balanced Index
Australian Equities
23.76%
International Equities
44.87%
Cash
7.53%
Property & Infrastructure
4.79%
Fixed Interest
19.05%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.26%
International Equities
35.29%
Cash
5.26%
Property & Infrastructure
5.93%
Fixed Interest
21.49%
Alternatives
4.77%

General Information

Fund Details
Type Description
AMP Super - Balanced Index
AMP Group
AMP0784AU
Multisector Growth
starstarstar (as at 30 Sep 2026)
Superannuation Fund
3 Nov 2003
$3026.79 million (as at 31 Aug 2026)
$3.99494 (as at 15 Oct 2026)
$3.99494 (as at 15 Oct 2026)
Open
Offer information
Type Description
MER 0.20% (as at 30 Sep 2026)
Indirect Cost Ratio (ICR) 0.62% (as at 30 Jun 2025)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2026)

Holding (as at 30 Jun 2026) Type % of Portfolio
BHP Group Ltd 3.24%
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FAQs about the AMP Super - Balanced Index

The objective of the AMP Super - Balanced Index managed fund is This investment option seeks to provide an index-focussed solution to diversified investing. Through a process of diversified market analysis combined with selection of the most appropriate investment managers for each underlying asset class, this investment is designed to provide market tracking returns over the suggested investment timeframe.

The strategy of the AMP Super - Balanced Index managed fund is This investment option seeks to provide an index-focussed solution to diversified investing. Through a process of diversified market analysis combined with selection of the most appropriate investment managers for each underlying asset class, this investment is designed to provide market tracking returns over the suggested investment timeframe.

The APIR code of the AMP Super - Balanced Index managed fund is AMP0784AU.

AMP Super - Balanced Index’s total return last month was -0.86%. This was made up of a growth return of -0.81% and an income return of -0.05%. These returns were calculated as at 30 Sep 2026.

AMP Super - Balanced Index’s total return for the last three months was 0.34%. This was made up of a growth return of 0.5% and an income return of -0.16%%. These returns were calculated as at 30 Sep 2026.

AMP Super - Balanced Index’s one-year total return is 6.61%. This was made up of a growth return of 7.1% and an income return of -0.49%. These returns were calculated as at 30 Sep 2026.

AMP Super - Balanced Index’s one-year total return is 11.81%. This was made up of a growth return of 11.98% and an income return of -0.17%. These returns were calculated as at 30 Sep 2026.

The asset allocation of the AMP Super - Balanced Index managed fund is :

Australian Equities
23.76%
International Equities
44.87%
Cash
7.53%
Property & Infrastructure
4.79%
Fixed Interest
19.05%
Alternatives
0%

The Responsible Entity for the AMP Super - Balanced Index managed fund is AMP Group.

The AMP Super - Balanced Index managed fund belongs to the Multisector Growth sector/asset class.

As at 31 Aug 2026, the size of the AMP Super - Balanced Index managed fund was $3026.79 million.

The AMP Super - Balanced Index managed fund has an inception date of 3 Nov 2003.

The current entry price of the AMP Super - Balanced Index managed fund is $3.99494 per unit and the current exit price is $3.99494 per unit (as at 15 Oct 2026).

The current exit price of the AMP Super - Balanced Index managed fund is $3.99494 per unit and the current entry price is $3.99494 per unit (as at 15 Oct 2026).

The minimum initial investment amount for the AMP Super - Balanced Index managed fund is $0. Minimum additional investment is $0.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.